Dear Friends,
Every so often, an opportunity comes along that’s worth writing home about—or at least sending a letter.
After considerable due diligence (the kind that involves spreadsheets, phone calls, in-person meetings, and TR-levels of coffee drinking), I’ve come across a venture capital fund that I believe is worth your attention. It’s not flashy. It’s not chasing unicorns. But it is smart, disciplined, and—most importantly—has a track record that speaks for itself.
It's called Sustain VC, and here are the highlights:
- Minimum investment: $50,000 per year, over five years.
- Track record: more than 15% average annual returns on their last two funds.
- Experience: 18 years in venture capital.
- Reputation: current limited partners say they’d invest again.
- Mission-driven: focused on climate change and wealth inequality.
- Illiquidity: the fund will last about ten-twelve years. This is a long term investment. All investments should be long term, of course. But with this one, there’s no wiggle room.
- People: I’ve met the team—smart, grounded, and trustworthy.
- Strategy: this is “Moneyball” for venture capital. They’re stacking up singles and doubles. That means going to overlooked places—think Buffalo and Pittsburgh—to find under-appreciated talent running profitable businesses that can be invested in at attractive valuations.
Let me be clear: this is not a “bet the farm” kind of investment. It’s potentially a portion of a well-diversified portfolio. And this should only be — at most — a small portion of that portfolio. Why? Because venture capital is risky. It could be that none of the fund’s portfolio companies work out and you lose your entire investment.
This opportunity is only available to accredited investors. If you’re not there yet—keep building wealth. I’ll be here when you are.
But if you are a high-net-worth individual without a venture allocation in your portfolio, this might be the right time to talk. Not because it’s trendy, but because it’s not. Impact investments are out of favor at the moment. And it’s usually at time like these that bargains can be had.
Reach out if you’re interested. I’m happy to share more details and help you think through whether this fits your goals.
Thank you for your continued trust in our services.
Warm regards,
Joe
Green Investment Strategies, Inc. may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Green Investment Strategies, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This is just, like, my opinion, man.